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TSMC Q1 Earnings: Can Results Validate AI Capex Supercycle?

TSMC advanced 2.79% to $379.89 as markets began positioning ahead of tomorrow's pre-market Q1 2026 earnings release, with the already-disclosed 35% year-over-year revenue surge largely priced in and attention shifting to whether Q2 guidance can deliver another upside surprise. China's dominance over gallium supply represents a latent supply chain risk, though near-term demand strength is outweighing longer-term uncertainty. If TSM's Q2 guidance beats tomorrow, can it serve as the key catalyst that ignites the next leg of the AI compute rally?

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    • xc__xc__
      ·00:41

      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉

      The semiconductor world is on fire this week with $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding NV(ASML)$ both reporting in what traders are calling “Semi Super Week,” and the stakes couldn’t be higher. TSMC is expected to smash records on Thursday with Q1 revenue topping TWD 1.13 trillion (roughly $35.6 billion) for the first time ever and net profit surging 50% year-over-year to TWD 542.6 billion (about $17.1 billion) — marking its ninth straight quarter of profit growth on the back of explosive AI demand. Meanwhile, ASML reports earlier today, and the latest supply-chain intel shows Samsung Electronics dropping a massive $4 billion order for around 20 EUV lithography machines for its Pyeon
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      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉
    • Jaydos96DJaydos96D
      ·04-14 16:57
      Wow how coool is this I love it so much 
      看144回复Comment
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    • xc__xc__
      ·00:41

      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉

      The semiconductor world is on fire this week with $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding NV(ASML)$ both reporting in what traders are calling “Semi Super Week,” and the stakes couldn’t be higher. TSMC is expected to smash records on Thursday with Q1 revenue topping TWD 1.13 trillion (roughly $35.6 billion) for the first time ever and net profit surging 50% year-over-year to TWD 542.6 billion (about $17.1 billion) — marking its ninth straight quarter of profit growth on the back of explosive AI demand. Meanwhile, ASML reports earlier today, and the latest supply-chain intel shows Samsung Electronics dropping a massive $4 billion order for around 20 EUV lithography machines for its Pyeon
      看227回复Comment
      点赞2
      编组 21备份 2Share
      Report
      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉
    • Jaydos96DJaydos96D
      ·04-14 16:57
      Wow how coool is this I love it so much 
      看144回复Comment
      点赞Like
      编组 21备份 2Share
      Report
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Company: TTMF Limited. Tech supported by Xiangshang Yixin. Email: uservice@ttm.financial